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Let’s talk about the “oversupply” of Canadian #cannabis ... the central pillar of the bear case against the entire sector.

1. The true Canadian market is huge.

2. In the short-term, access to it is artificially constrained.

Canadian #cannabis “oversupply” caused by three things:

1. Slower than anticipated retail licensing by @GovCanHealth.

2. Competition with pre-existing black market.

3. LPs ramping up production to serve ENTIRE Canada+ market

To be clear, slow roll out of licensed retail by @GovCanHealth is NOT a conspiracy against #cannabis.

Rather, it is a classic example of government not being built to move at the speed of business.

Still, it is a bottleneck.

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